INVESTMENT MANAGERS SER TR's ticker is KLDW and the CUSIP is 46143U849. A total of 14 filers reported holding INVESTMENT MANAGERS SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 258,614 | $9,955,405 | 2.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,264,590 | $87,175,845 | 0.29% |
| Lakeside Advisors, INC. | 5,800 | $223,272 | 0.17% |
| Tradition Wealth Management, LLC | 2,178 | $84 | 0.01% |
| LINCOLN NATIONAL CORP | 5,245 | $201,907 | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 22,590 | $869,600 | 0.00% |
| Citadel Advisors | 86,185 | $3,317,709 | 0.00% |
| JANE STREET GROUP, LLC | 96,085 | $3,698,811 | 0.00% |
| ROYAL BANK OF CANADA | 4,730 | $182,000 | 0.00% |
| UBS Group AG | 1,005 | $38,687 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 8,746 | $336,679 | 0.00% |
| OSAIC HOLDINGS, INC. | 600 | $23,097 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| LPL Financial LLC | 8,072 | $310,733 | 0.00% |
External links
This page lists INVESTMENT MANAGERS SER TR's shareholders in Q3 2023. To view INVESTMENT MANAGERS SER TR's shareholder history, click here.